Independent wealth management firm Gresham Partners announced today that Principal and advisor Matt Bonaguidi has been named Chief Wealth Strategist, designating him as the firm’s in-house subject matter expert for estate planning, wealth transfer and philanthropic planning. Bonaguidi joined Gresham [...]
Key Private Bank, the investment, trust and wealth management arm of KeyCorp KEY -1.85% , has established Key National Trust Company of Delaware to provide trust services for wealthy clients and prospects seeking asset protection, tax savings and flexibility using [...]
Brown Brothers Harriman & Co. (“BBH”) announced today the appointment of Rafael Febres-Cordero as Head of the Firm’s International Wealth Management business. This hire is a key component of BBH’s effort to grow its international business. Mr. Febres-Cordero joins BBH [...]
Barclays Wealth has announced three new hires to support the expansion of its strategy across the Latin American ultra high net worth client base. Narciso Munoz has been hired as an Investment Representative in the Americas, and Isaac Topel and [...]
David A. Roberts recently joined WTAS New York as a Managing Director in the private client services practice with a focus on international taxation. Roberts has extensive experience serving high net worth individuals as it relates to their international tax [...]
RBC Wealth Management, part of Royal Bank of Canada (RY on TSX and NYSE), this week launched a major global advertising campaign to support the global growth of its business. The multi-year campaign is the first undertaken by RBC Wealth [...]
Wilmington Trust, one of the leading wealth management companies headquartered in the U.S., announced today that it has hired Matthew J. Canner as a senior private client advisor to serve the company’s Family Wealth clients. Wilmington Trust’s Family Wealth services [...]
Reuters reported today that three senior Goldman Sachs Private Wealth Management advisers left the bank earlier this month to form an independent San Francisco boutique, Seven Post Investment Office LP. Ali Bastani, who spent 13 years at Goldman Sachs, 26-year [...]
Barclays Wealth has announced that Michele Huff Powell has joined its Dallas office as a Director and Investment Representative. Ms. Powell joins Barclays Wealth from U.S. Trust, Bank of America Private Wealth Management, bringing over 25 years experience advising high [...]
Wilmington Trust, one of the leading wealth management companies headquartered in the U.S., announced today that it has hired Thomas C. Rogerson as a senior managing director and family wealth strategist to serve the company’s Family Wealth clients. “Tom will [...]
